+402.8%
NVT vs STLA
-63.7%
+466.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | +2.0% | -3.8% | +5.9% | +3.3% |
| 30D | -7.2% | -3.1% | -4.1% | -6.7% |
| 3M | -0.9% | -19.6% | +18.7% | +5.6% |
| 6M | +42.6% | -23.5% | +66.1% | +53.5% |
| YTD | +52.9% | -51.5% | +104.4% | +89.5% |
| 1Y | +64.5% | -39.7% | +104.1% | +84.3% |
| 3Y | +178.0% | -66.3% | +244.3% | +272.3% |
| 5Y | +402.8% | -63.1% | +465.9% | +513.2% |
| All | +402.8% | -63.7% | +466.5% | +513.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded STLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling